Generate RFP proposal drafts from Google Drive with Groq AI, Salesforce and Slack
Needs changesWhat this workflow does
This AI workflow has 18 nodes and runs on Google Drive events (file created). Along the way it connects Google Drive, Groq Chat Model, Salesforce and Google Docs and 1 more.
How it runs
Trigger: On Google Drive events (file created).
- Download RFP Document (Google Drive): download
- Extract Text from RFP (Extract from File): extracts data from a file (pdf)
- Prepare RFP Metadata (Edit Fields (Set)): sets 5 fields: fileName, fileId, fileUrl…
- AI Extract RFP Requirements (AI Agent): runs an AI agent, with model: AI Model – Requirement Extraction
- Clean & Parse AI Output (Code): runs custom JavaScript code
- Fetch Past Proposals (KB (HTTP Request): calls an HTTP API
- Combine Requirements + KB (Code): runs custom JavaScript code
- AI Generate Proposal Draft (AI Agent): runs an AI agent, with model: AI Model – Proposal Writing
- Prepare Final Output Data (Code): runs custom JavaScript code
- Create Salesforce Opportunity (Salesforce): work with opportunity
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Extract RFP Requirements (v1.7), AI Generate Proposal Draft (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Extract RFP Requirements (v1.7), AI Generate Proposal Draft (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (12)
- Google Drive Trigger
n8n-nodes-base.googleDriveTrigger - Google Drive
n8n-nodes-base.googleDrive - Extract from File
n8n-nodes-base.extractFromFile - Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - Groq Chat Model
@n8n/n8n-nodes-langchain.lmChatGroq - Code
n8n-nodes-base.code - HTTP Request
n8n-nodes-base.httpRequest - Salesforce
n8n-nodes-base.salesforce - Google Docs
n8n-nodes-base.googleDocs - Merge
n8n-nodes-base.merge - Slack
n8n-nodes-base.slack
From the author
RFP Automation Workflow with Google Drive, Groq AI (LLaMA 3), Salesforce & Slack > Automate Your Entire RFP Lifecycle This workflow automatically detects new RFP documents uploaded to Google Drive, extracts key requirements using Groq AI (LLaMA 3),…